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Nasdaq - Delayed Quote USD

VY CBRE Real Estate I (IVRIX)

27.63
-1.05
(-3.66%)
At close: 8:01:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 12.80%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Apr 1, 2025) 52.34%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 52.34%
Worst 3Y Total Return -4.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IVRIX
Category
YTD
3.61%
20.43%
1-Month
3.43%
2.69%
3-Month
-3.62%
11.34%
1-Year
11.09%
36.79%
3-Year
0.68%
10.81%
5-Year
6.75%
7.03%
10-Year
5.42%
9.08%
Last Bull Market
21.90%
31.03%
Last Bear Market
-17.79%
-16.60%

Annual Total Return (%) History

Year
IVRIX
Category
2024
4.57%
--
2023
14.31%
--
2022
-26.97%
--
2021
52.34%
--
2020
-6.32%
-4.49%
2019
28.48%
27.28%
2018
-7.42%
-5.97%
2017
5.47%
6.22%

2016
4.47%
6.89%
2015
3.20%
2.41%
2014
30.27%
28.03%
2013
2.27%
1.55%
2012
15.85%
17.60%
2011
9.76%
7.51%
2010
28.29%
27.08%
2009
36.29%
31.26%
2008
-38.36%
-39.55%
2007
-17.52%
-14.66%
2006
37.95%
33.58%
2005
17.11%
11.51%
2004
38.13%
32.02%
2003
--
36.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.57% -1.40% 14.90% -7.16%
2023 3.75% 2.15% -8.79% 18.25%
2022 -5.95% -17.79% -9.19% 4.02%
2021 10.30% 13.24% 3.35% 18.01%
2020 -26.89% 13.58% 0.80% 11.92%
2019 17.02% 1.39% 7.83% 0.42%
2018 -7.68% 8.03% 0.44% -7.58%
2017 0.63% 1.65% 0.32% 2.78%
2016 5.12% 5.59% -1.63% -4.33%
2015 4.55% -10.72% 2.67% 7.69%

2014 10.18% 6.95% -3.19% 14.19%
2013 6.69% -1.45% -3.05% 0.33%
2012 10.56% 3.04% -0.36% 2.06%
2011 6.37% 4.24% -14.54% 15.84%
2010 9.39% -3.70% 13.02% 7.75%
2009 -30.57% 30.48% 36.32% 10.37%
2008 4.03% -7.64% 3.26% -37.86%
2007 4.28% -7.44% 0.06% -14.60%
2006 14.24% 0.76% 8.34% 10.62%
2005 -5.42% 13.79% 3.67% 4.96%
2004 11.33% -3.16% 8.70% 17.87%
2003 11.41% 8.49% -- --

Rank in Category (By Total Return)

YTD 75
1-Month 69
3-Month 65
1-Year 84
3-Year 64
5-Year 18

Load Adjusted Returns

1-Year 11.09%
3-Year 0.68%
5-Year 6.75%
10-Year 5.42%

Performance & Risk

YTD Return 0.00%
5y Average Return 12.80%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Voya
Net Assets 168.18M
YTD Return 3.61%
Yield 2.73%
Morningstar Rating
Inception Date Sep 09, 2002

Fund Summary

Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts and real estate companies.

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